Difference between revisions of "Sales Opportunities/How to View Opportunities"

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Revision as of 16:08, 1 December 2012

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1. Access the Sales module by clicking the Sales module tab. The Sales screen displays a listing of your sales opportunities.

2. If desired, narrow your view of sales opportunities to particular type by clicking on the corresponding type in the Sales Module Home section:

  • Select My Opportunities to view all your individual opportunities or only the Won, Pending or Lost opportunities.
  • Select All Opportunities to view all the organization's opportunities or only the Won, Pending or Lost opportunities.


Note: The charts and graphs in the Sales module display information at the organization level only. The Analytics module provides additional options for presenting opportunity data.


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